Search Results | Showing 1 - 10 of 115 results for %22Centric Wealth Management%22 |
| | | To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ... |
| | | | ... "That means we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling ... |
| | | | ... Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". ... |
| | | | ... Colonial First State's Avanteos Investments made the decision to close encircle Super and transfer all member accounts to Centric Super. The decision was driven by a need to reduce costs to members via increased scale and consolidation, a CFS spokesperson ... |
| | | | Bravura Solutions has named Greg Johnson as its new head, amid intentions to shift towards a product-centric business structure. In the role, Johnson will lead Bravura's global product team and work on simplifying and unifying its suite of products ... |
| | | | ... ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson said. A Centric Wealth spokesperson said it has been closely collaborating with CFS and fund managers to ensure a smooth integration of encircle's ... |
| | | | ... Edmunds said the decision to partner with Count was based on a strong cultural fit between the businesses. "Count's client-centric values and sense of community resonated with us," he said. "We are passionate about collaborating with our peers, enabling ... |
| | | | ... embed it in our business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support ... |
| | | | ... options. As a trusted source for retirement solutions, super funds can create a competitive edge by focusing on member-centric strategies and services, the report said. Industry funds like AustralianSuper, Australian Retirement Trust, and Aware Super ... |
| | | | ... significant investments to make Composer's underlying technology stack cloud-ready, easy to integrate, and customer-centric. "The world around us has changed, the market has changed, and GBST's technology has changed," Sanchez said. Meanwhile ... |
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